See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,233 | $64,707-0.7% | $112,228-42.8% | $68,494-6.2% |
| Participation rate | 35.6% | 67.2%-31.6pp | 75.1%-39.5pp | 67.9%-32.3pp |
| Annual return | -15.26% | -11.40%-3.9pp | 27.45%-42.7pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $877 | $3,565-75.4% | $4,728-81.5% | $4,027-78.2% |
| Admin fee / account holder | $103 | $5,232-98.0% | $6,410-98.4% | $5,403-98.1% |